Our Services

What We Strive to Do for People Like You.

We think of ourselves as your professional consultant. We are here for the long haul to help execute a financial program that is developed, coordinated and implemented with other key advisors for your estate. We strive to help you:

  • Save Time and Money
  • Reduce Taxable Income
  • Protect and Increase Wealth 
  • Plan for Retirement
  • Protect Your Assets

Estate Preservation

During the past thirty years Peter Jepson has analyzed the estates of many prominent people throughout the United States. It is his intent to minimize estate taxes which may be incurred within 9 months of his clients' deaths. The top federal estate tax rate is 40% in 2016 and can create many problems to contend with for the heirs.

My overall objective is to demonstrate to my clients if they have sufficient funds to live on without ever running out of money.

Other techniques to be discussed with your estate planning attorney include Charitable Remainder Trusts, Personal Residence Trusts, Family Limited Partnerships, Charitable Lead Trusts, and Generation Skipping Trusts.

Peter Jepson, Peter D. Jepson & Associates do not provide tax or legal advice. Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.